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Preparing for What’s Next: Treasury and IRS Guidance Priorities for Not-For-Profit Organizations

The U.S. Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) released their 2026-2027 Priority Guidance Plan on September 29, 2026. The plan’s 121 projects include reporting and private foundation grantmaking. The plan now follows the federal fiscal year, covering October 1, 2026, through September 30, 2027. Inclusion on the Priority Guidance Plan…

Articles

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Managing AI-Triggered Fund Valuation Risks through Dynamic Portfolio Monitoring

Overview The private credit redemption wave of early 2026 highlighted a limitation many alternative asset managers had already recognized: quarterly marks and GAAP financials alone may not give limited partners (LPs) sufficient confidence in reported values. Fund managers that build forward-looking portfolio monitoring infrastructure before the next stress cycle may be better positioned to navigate…

Articles

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M&A Empow’her’ment – Spotlighting the Women in the M&A World

Introducing M&A Empow’her’ment, a groundbreaking video series dedicated to empowering and celebrating women’s achievements in the dynamic world of M&A.

Videos

Washington State Tax Updates

For the latest news and updates on Washington state and local tax.

Blogs

North Carolina State Tax Updates

For the latest news and updates on North Carolina state and local tax.

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California State Tax Updates

For the latest news and updates on California state and local tax.

Blogs

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Spotting Red Flags: Strengthening Financial Oversight in Nonprofits Corporate risk management strategy concept featuring wooden blocks on gold coins

Corporate risk management strategy concept featuring wooden blocks on gold coins

Spotting Red Flags: Strengthening Financial Oversight in Nonprofits

Online | Nov 03, 2026

AI-Powered Legacy Modernization: Reduce Technical Debt Without Replacing Everything Legacy system modernization to reduce technical debt for scalability.

Legacy system modernization to reduce technical debt for scalability.

AI-Powered Legacy Modernization: Reduce Technical Debt Without Replacing Everything

Online | Nov 04, 2026

Year-End Tax Planning Strategies for High-Net Worth Individuals two high net worth individuals planning their year end taxes

Year-End Tax Planning Strategies for High-Net Worth Individuals

Online | Nov 04, 2026

The New Risk Frontier: AI, Cyber Defense and Insurance Strategies Cyber Breakfast Live Event

The New Risk Frontier: AI, Cyber Defense and Insurance Strategies

Live | Nov 05, 2026

Transfer Pricing at Year-End: Managing Cross-Border Tax Risks Comprehensive Overview of International Tax Law Concepts and Global Finance Principles

Comprehensive Overview of International Tax Law Concepts and Global Finance Principles

Transfer Pricing at Year-End: Managing Cross-Border Tax Risks

Online | Nov 10, 2026

The Target Has Shifted: What Every Organization Holding Personal Data Needs to Know About Today’s Cyber Threats Advanced data privacy and customer identity protection using secure digital management systems

Advanced data privacy and customer identity protection using secure digital management systems

The Target Has Shifted: What Every Organization Holding Personal Data Needs to Know About Today’s Cyber Threats

Online | Nov 11, 2026

Essential State and Local Tax Year-End Planning Strategies Building Tax Awareness: Key Concepts for Tax Understanding

Essential State and Local Tax Year-End Planning Strategies

Online | Nov 11, 2026

The Executive Risk Playbook: Managing Operational, Compliance and Cyber Risk in an Uncertain Environment Cyber Risk Live Event The Executive Risk Playbook: Managing Operational, Compliance and Cyber Risk in an Uncertain Environment

The Executive Risk Playbook: Managing Operational, Compliance and Cyber Risk in an Uncertain Environment

Live | Nov 12, 2026

International Tax Year-End Planning Strategies Important international tax compliance considerations to address before year-end.

International Tax Year-End Planning Strategies

Online | Nov 17, 2026

Your SharePoint Is Smarter Than You Think: A Practical Starting Point for AI Learn how to get started with AI in a way that is secure, scalable and aligned with your business goals.

Learn how to get started with AI in a way that is secure, scalable and aligned with your business goals.

Your SharePoint Is Smarter Than You Think: A Practical Starting Point for AI

Online | Nov 18, 2026